Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherry? Claim Your ProfileSherry Renee Bolling is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors across the United States. Sherry has been in the financial industry since 1999, and has been with Edward Jones since 2015. Sherry is licensed to sell securities in Missouri and Illinois, and has a strong track record of providing personalized financial advice to her clients. Sherry specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
03/31/2015 - Present
Edward Jones (ST LOUIS MO)
OH
02/25/2013 - 03/06/2015
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
08/10/2010 - 01/31/2013
PROEQUITIES, INC. (CINCINNATI OH)
OH
01/09/2003 - 08/21/2009
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
RI
03/21/2001 - 10/28/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
10/11/1999 - 03/21/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
12/18/1997 - 10/11/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 11/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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